Software Analysis Corporation
Our consultants are staff, not subcontractors, who know how law firms should operate. We specialize in law firm automation and processes. Are staff has education and degrees as paralegals, a CPA, and a project management. In addition, our affiliation with Crosspointe Consulting Group provides us with increased resources and access to experience and information on a wider variety of software packages and industry knowledge to bring to your project.
- Live training
- Account Customization
- Data migrations
- Document Templates & Automation
- Using Clio with Accounting Programs (Quickbooks, Xero)
- Using Clio with Outlook
- Using Clio with third-party applications
- Work Process Flows and Evaluations
How well is your software working for you? After 30 years of working in the industry, we’ve seen too many companies dump their software, and make a costly investment in a new program, never realizing that they had the functionality they needed all along.
At Software Analysis, our mission is to help your business maximize the use of your new and existing software to increase productivity and reduce administrative costs. We offer certified installation and consulting services for the most popular server-based and cloud-based billing, accounting and practice management software packages for law firms and small businesses.
With our Crosspointe affiliation, we are nationwide. Locally, we are available to go on site in Illinois, Indiana, Wisconsin, Michigan and Iowa. Other travel is also available.
Get everything you need to run your practice
Manage your cases, contacts, and billing from anywhere—with intuitive time tracking, calendaring, unlimited document storage, and more.Learn About Clio’s Features
Protect your firm data
Store your firm information in the cloud and keep your data safe with 256-bit encryption, multiple data backups, and a 99.9% uptime guarantee.Learn About Security
Connect your existing software
Clio connects with more software than any other legal practice management system.Explore Our App Directory
Please note, Clio doesn't guarantee the service of any one consultant. We don’t necessarily review advisors' listings and we don’t recommend or guarantee the service provided by any one advisor – always perform your own due diligence and be comfortable with whomever you decide to partner with.
Clio Certified Consultant means that representative(s) have been assessed by Clio as proficient in the use and resale of the Clio application. Clio’s certification process does not assess any individual or advisor’s proficiency as an accountant, consultant, law firm advisor, etc.
Clio Certified Consultants are not employees of Clio.